See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,603 | $154,117-67.2% | $129,995-61.1% | $139,434-63.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.07% | 32.48%-21.4pp | -137.18%+148.2pp | 372.94%-361.9pp |
| Employer contribution / active EE | $17,873 | $5,289+237.9% | $4,320+313.8% | $4,751+276.2% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,820-100.0% | $6,710-100.0% |
| Admin fee / account holder | $128 | $14,007-99.1% | $10,614-98.8% | $11,403-98.9% |